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I L T A W H I T E P A P E R | K N O W L E D G E M A N A G E M E N T & M A R K E T I N G T E C H N O L O G Y 14 (Vendors, Analytics, Website, etc.) then build them out as you file items for your new projects. Shared Drive Folders Shared drive folders fell under the same umbrella as email hierarchy for me. In peer discussions I've learned it's one of those projects that new marketing managers seem to get tasked with and if you've done it once you know why a plan is helpful. I recommend starting by asking the next-newest member of the team, as a way to build both collegiality and as they will likely remember how their old shop had things organized, giving you another potential structure and a discussion partner to bounce ideas off. Analytics Reporting and SEO Strategies Analytics reporting and SEO strategies become a divided effort; we are all too aware we cannot keep the data, but ask yourself, did I make interview promises dependent on leveraging stats? I started with reports left by my predecessor which helped me introduce the questions "what were you receiving before" and "what analytics questions do you have" which were helpful in connecting with practice leaders. Later, while I was tweaking the inherited reports, it allowed me to think more independently about what was important to my new colleagues. That said, I would have liked to have taken the time to reflect on my previous work and make notes as to what I liked about my previous reports and how I communicated those findings. The preparation should help you adjust your approach in multiple ways, especially if you previously processed details yourself and now have a vendor partner or software to leverage in your tracking (provide instructions on what you want). Subscription Services Subscription services are often tracked by the tech savvy person of the team it would be helpful to consider why you used each service, and the value delivered and problems it solved for your previous firm. Also making sure the account representative for these in in your address book correctly. You'll likely reach out beforehand to let the reps know you're transitioning, which is a great opportunity to ask if you should add other useful folks to your contacts. Instructions and best practices guides CRM systems differ in customization, version, and integration; website CMS interfaces may be the same but often have cobbled-in portions from past upgrades to create specific functions; social media policies often reflect a certain body/strategy; and AI is changing too quickly. What I have drawn on with regard to databases and such isn't the guides/practices but how I talk about certain features within them when working with junior members of my team. Giving them a broader knowledge of "what's out there" in terms of function, so if there was something unique you implemented that might not be big enough to grace your resume, consider adding it to your LinkedIn summary or keeping a note somewhere to remind you. Also connecting with your new account reps and leaning on them a little when you need a refresher, is a great way to build/re-build the relationship. "Connecting with your new account reps and leaning on them a little when you need a refresher, is a great way to build/ re-build the relationship."

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